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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

1,809 hedge funds and large institutions have $48.7B invested in iShares Core S&P Small-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 884 increasing their positions, 638 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,809
Holders Change
+24
Holders Change %
+1.34%
% of All Funds
31.58%
Holding in Top 10
326
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-4.96%
% of All Funds
5.69%
New
98
Increased
884
Reduced
638
Closed
53
Calls
$293M
Puts
$123M
Net Calls
+$170M
Net Calls Change
+$257M

Top Buyers

1
HNB
1
Huntington National Bank
Ohio
$245M
2
Wells Fargo
2
Wells Fargo
California
$2.46B
3
Bank of America
3
Bank of America
North Carolina
$4.16B
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$129M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$2.29B

Top Sellers

1
PPFA
1
Provida Pension Fund Administrator
Chile
$200M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.07B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.86B
4
Osaic Holdings
4
Osaic Holdings
Arizona
$320M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$61.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
76
J.P. Morgan Private Wealth Advisors
California
$83.6M +$12.3M +108,691 +17%
DWM
77
Destination Wealth Management
California
$83.2M -$3.31M -29,332 -4%
AssetMark Inc
78
AssetMark Inc
California
$83M +$158K +1,396 +0.2%
SPIA
79
Steward Partners Investment Advisory
New York
$81.5M -$537K -4,757 -0.7%
Jones Financial Companies
80
Jones Financial Companies
Missouri
$80.5M +$3.44M +30,343 +4%
GT
81
Greenleaf Trust
Michigan
$78.8M -$3.19M -28,224 -4%
BBA
82
BLB&B Advisors
Pennsylvania
$78.5M +$3.61M +31,922 +5%
WCF
83
West Coast Financial
California
$78.4M -$2.13M -18,894 -3%
V
84
Veritable
Delaware
$77.6M +$1.52M +13,455 +2%
Barclays
85
Barclays
United Kingdom
$77.1M +$14.8M +130,770 +24%
HI
86
Harbour Investments
Wisconsin
$77M +$3.34M +29,535 +5%
LI
87
LVZ Inc
Michigan
$72.7M +$461K +4,076 +0.6%
CAN
88
Cetera Advisor Networks
California
$71.9M +$16.8M +148,859 +31%
MCM
89
MAI Capital Management
Ohio
$69.7M +$3.14M +27,771 +5%
FT
90
Fiduciary Trust
Massachusetts
$69.1M -$3.8M -33,599 -5%
MFW
91
Meristem Family Wealth
Minnesota
$68.4M +$10.6M +93,758 +18%
PAG
92
Private Advisor Group
New Jersey
$66M +$1.34M +11,848 +2%
UBV
93
United Bank (Virginia)
Virginia
$64.6M -$4.2M -37,178 -6%
SIC
94
Sigma Investment Counselors
Michigan
$63.4M +$1.6M +14,176 +3%
FBFS
95
First Business Financial Services
Wisconsin
$62.5M +$1.43M +12,691 +2%
CWM
96
Connecticut Wealth Management
Connecticut
$61.5M +$61.5M +544,675 New
CCMG
97
Clark Capital Management Group
Pennsylvania
$61.4M -$182M -1,611,792 -75%
CAPTRUST Financial Advisors
98
CAPTRUST Financial Advisors
North Carolina
$61M +$15.7M +139,163 +35%
APCM
99
Alaska Permanent Capital Management
Alaska
$60.9M -$6.99M -61,910 -10%
COPPSERS
100
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$60.1M +$12.7M +112,820 +27%
2 3
4
5 6